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SPMIX vs VIMAX
SPMIX vs VIMAX Comparison
Open Charts SPMIX vs VIMAX
Shelton S&P Midcap Index Investor
Price$26.03
Change+$0.17 (+0.66%)
VolumeN/A
Net Assets107.44M
Vanguard Mid Cap Index Admiral
Price$351.59
Change+$2.07 (+0.59%)
VolumeN/A
Net Assets185.28B
SPMIX vs VIMAX Comparison Chart in %
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SPMIX vs. VIMAX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SPMIX is a Buy and VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 185B vs. SPMIX (107M). VIMAX pays higher dividends than SPMIX: VIMAX (1.52) vs SPMIX (0.91). SPMIX was incepted earlier than VIMAX: SPMIX (33 years) vs VIMAX (24 years). SPMIX (0.64) is less costly to investors than VIMAX (0.05). SPMIX is a more actively managed with annual turnover of: 19.00 vs. VIMAX (16.00). SPMIX has a lower initial minimum investment than VIMAX: SPMIX (1000) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 17.65 vs. SPMIX (0.96). VIMAX return over 5 years is better than : 73.78 vs. SPMIX (29.00).
| SPMIX | VIMAX | SPMIX / VIMAX | |
| Total Expense Ratio | 0.64 | 0.05 | 1,280% |
| Annual Report Gross Expense Ratio | 0.64 | 0.05 | 1,280% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 2.728 | 7.630 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 185B | 0% |
| Annual Yield % from dividends | 0.91 | 1.52 | 60% |
| Returns for 1 year | 0.96 | 17.65 | 5% |
| Returns for 3 years | 16.12 | 43.13 | 37% |
| Returns for 5 years | 29.00 | 73.78 | 39% |
| Returns for 10 years | -5.45 | 127.55 | -4% |